What is this platform?
The NetRefer Data Platform lets you ask questions about your business data in plain English and get answers instantly. Instead of writing SQL or waiting for a report, you type a question like "How many registrations did Acme get last month?" and the platform generates the query, runs it, and shows you the results.
It also gives you access to:
- Your automation workflows (n8n)
- Internal documentation search (Confluence)
- HubSpot CRM data
- Azure cost and resource information
- Application logs (Coralogix) — NetRefer staff only
Logging in
The platform uses your NetRefer Azure account for login.
- Open the platform URL in your browser.
- Click Sign in.
- You will be redirected to the Microsoft login page. Use your company email and password.
- Once authenticated, you are returned to the platform automatically.
Your data access is controlled by your account — you will only see data for the subscriber accounts you are associated with.
Asking data questions
The chat interface
The main screen has a chat input at the bottom. Type your question and press Enter or click Send.
Good questions to ask
- "How many new registrations were there last week?"
- "Show me the top 10 affiliates by revenue in Q1 2026"
- "What was the total deposit amount for Acme in April?"
- "List all players who made a deposit this month"
- "Compare monthly active users for the last 6 months"
What works well
- Counting, summing, and averaging over time periods
- Filtering by date ranges, subscriber names, or status
- Comparing values across different time periods
- Listing records with specific attributes
What does not work well
- Questions about data that is not in the configured tables
- Very complex multi-step calculations requiring multiple separate queries
- Real-time data — results reflect the data warehouse, which is updated periodically
Understanding the results
Results are returned as a table or description. The platform also shows the SQL query it generated, so you can verify what was run.
If the answer looks wrong, click the thumbs down icon to flag it. This helps improve future results.
Follow-up questions
You can continue the conversation — the platform remembers context within your session:
- "Now group that by month"
- "Filter to only players with deposits over £100"
- "Show me just the top 5"
Using workflows
Workflows are automated processes that run tasks on your behalf (powered by n8n).
- Click the Flows tab in the sidebar.
- Browse available workflows — each has a name and description.
- Click a workflow to run it. Some ask for input (e.g. a date range or subscriber name).
- The result is shown in the chat.
You can also ask the assistant: "Run the monthly report workflow for Acme."
Searching internal documentation
If your account has Confluence access set up, you can search internal documentation using the Docs tab in the sidebar.
Type your question or topic. The platform searches Confluence and returns relevant pages. Click a page title to open it in Confluence.
HubSpot
If HubSpot is connected, use the CRM tab to query data:
- "Show me all open deals in the pipeline"
- "List contacts created this week"
HubSpot access is set up per-user. If prompted to connect, follow the link to authorise access.
Common error messages
| Message | What it means | What to do |
|---|---|---|
| No datasets available | Your account has no data tables configured | Contact your administrator |
| Query returned no results | No data matched your question | Try a different date range or criteria |
| Query error: … | The generated SQL failed to run | Rephrase your question more specifically |
| Unauthorized | Your session expired | Refresh the page and log in again |
| OAuth callback failed | An integration login failed | Try again; if it persists, contact your admin |
Getting help
- Incorrect results: flag the answer using the thumbs down button — this logs it for the admin team to review.
- Access or integration issues: contact your NetRefer administrator.
- Platform bugs: raise a ticket with the NetRefer engineering team.